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What is TRIM-SOP?
TRIM-SOPâ„¢ is a cutting-edge solution that streamlines the development of clear and visually engaging Standard Operating Procedures (SOPs). By reducing the cumbersome aspects associated with procedure creation, this productivity-boosting software allows teams to concentrate on producing meaningful content. It boasts features such as customizable templates designed to meet client requirements and an intuitive interface that brings all essential functions together in a single platform. Key capabilities include automatic formatting and numbering, organized management of data and images, a comprehensive symbols library, and hassle-free cross-referencing. Moreover, it offers built-in Help and Guides to support users effectively. Created and continuously improved by PerformaTech, TRIM-SOP is tailored to address the varied needs of SOP owners, writers, and users, guaranteeing efficient and effective management of procedures. In the end, this software not only simplifies the process of creating SOPs but also significantly boosts overall organizational productivity, making it an indispensable tool for teams striving for excellence.
What is ProcessKit?
Enhance the efficiency of your client onboarding by creating a structured process that is both consistent and reliable, minimizing the potential for confusion during the setup phase. Develop a smooth workflow aimed at ensuring new clients achieve success on a regular basis. You can either select from our ready-made process templates or customize one to suit particular requirements. Incorporate features like conditional logic, input forms, and automation to elevate the client experience. Emphasize continual enhancement by making seamless updates across all current onboardings. This organized methodology transforms your client onboarding into a streamlined and effective operation, granting you constant visibility and the ability to focus on growth without worrying about overlooking essential steps. Use checklists, intake forms, and adjustable timelines to maintain order, while an automatically refreshing Kanban view provides real-time organization. Experience the flexibility to make quick adjustments when necessary, ensuring that all key information is readily available. Share onboarding tasks among your team members, as ProcessKit is designed to support you throughout this process. Equip your team to manage client onboarding tasks with ease, ensuring positive outcomes consistently. With this comprehensive system established, you can confidently broaden your client base, assured that your onboarding process is well-managed and effective. Ultimately, a well-defined onboarding strategy not only enhances client satisfaction but also fosters long-term relationships, as clients feel valued and supported from the very beginning.
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$49 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
PerformaTech
Date Founded
2012
Company Website
performatech.com.au
Company Facts
Organization Name
ProcessKit
Date Founded
2018
Company Location
United States
Company Website
processkit.com